Automations: Features
Notifications and Reminders
System parameters combined with customizable service request and periodic task management capabilities ensure that workflow processes can be defined to ensure timely completion and follow-up of activities. System generated notifications and reminders keep the process moving and inform managers and their supervisors when action is due.
Rent collection
Do not get bogged down by the sheer number of tenants’ accounts to review and apply late fees. Let UpperBee’s automated alarms and features do most of the work for you. Now you can stay on top of this time-consuming task by automatically applying late fees to multiple tenants’ accounts across multiple properties.
Apartment inspections and access request
Anytime you need to coordinate an inspection of your apartments (e.g., fire alarm system inspection, etc.), you may find yourself spending a large amount of time obtaining access authorization from each individual tenant. UpperBee’s automated inspection tools let you obtain authorization from your tenants with just a few clicks.
Contract tracking
Stay ahead of the curve and informed of upcoming contract renewals - Never miss a deadline. Let UpperBee track and list all your clients upcoming contract renewals – Do not run the risk of letting an unwanted contract automatically renew without your knowledge!
Recurring and periodic tasks management
UpperBee's workflow automatization features allows you to establish recurring tasks to be populated in the system when there time is due and set reminders with assigned and delegated responsibilities to reduce or entirely remove required human intervention - Saving time, Money and drastically reduce errors. This functionality is built in across all modules where the value of automation was noted (e.g., accounting entries, work scheduling, service request follow-up, contract management, etc.)
Mandatory Documents
Automate your list of required documents and manage the workflow to always know what documents remain to gathered to complete the required activity.
Tax slips (Ontario in development)
Automatically generate tax forms such as Relevé 31, T776 and TP128 (available to users in the province of Quebec, Canada).